2 charts showing just how insane the stock market’s August ‘crash-up’ has been so far
Many investors were caught flatfooted when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism.…
17 S&P 500 companies with growing revenue and profit margins — and some of their stocks are cheap
These companies increased their quarterly sales per share by at least 40% while expanding their gross profit margins and their operating margins.…
The stocks of these ‘toll takers’ could be the AI boom’s next big winners
The next boom could be in stocks of companies collecting recurring revenue from AI workloads. Source：MarketWatch
The U.S. economy is shedding jobs. Why that’s good news for stocks.
A weaker labor market may mean the Federal Reserve can cut interest rates amid benign wage inflation, says 22V. Source：MarketWatch
The number of stocks beating the S&P 500 is the highest in 4 years. Why that number should rise.
For the first time in four years, the average stock is beating the stock market. Source：MarketWatch
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
Optical stocks have a China problem that most investors are missing
Beijing controls a chokepoint that Washington’s own crackdown can’t address. Source：MarketWatch
How S&P 500 options action may help explain volatility in memory stocks
Bullish derivative bets mesh with the buythedip mentality, says IBKR’s Sosnick Source：MarketWatch
Crypto market maker Wintermute lands SEC approval to trade equities and ETF blocks
The crypto market maker can now trade US stocks and options and support ETFs as crypto moves closer to traditional markets. Source：CoinDesk
Gold prices are breaking higher after a tough stretch. Could fresh records be within reach?
Gold miners’ stocks can offer a highquality play for investors worried about inflation and the Fed. Source：MarketWatch
How to use options to trade stocks around an earnings announcement
What volatility measures are saying about the S&P 500’s rally to record highs. Source：MarketWatch
The last time value stocks beat growth by this much was 2022 — the year of the last major bear market
Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market. Source：MarketWatch